Financial Analysis
Core financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QC
Skills (13)
Claude uses these on its own when your request matches.
- 3-statement-modelComplete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model templates, complete existing model frameworks, populate financial models with data, complete a partially filled…
- audit-xlsAudit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on "audit this sheet", "check my…
- clean-data-xlsClean up messy spreadsheet data — trim whitespace, fix inconsistent casing, convert numbers-stored-as-text, standardize dates, remove duplicates, and flag mixed-type columns. Use when data is messy, inconsistent, or needs prep before analysis. Triggers on "clean this data",…
- competitive-analysisFramework for building competitive landscape decks — market positioning, competitor deep-dives, comparative analysis, strategic synthesis. Use when the user asks for a competitive landscape, competitor analysis, peer comparison, market positioning assessment, strategic review,…
- comps-analysisBuild institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. Perfect for: - Public company valuation (M&A, investment analysis) - Benchmarking performance vs. industry peers -…
- dcf-modelReal DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs professional Excel models…
- deck-refreshUpdates a presentation with new numbers — quarterly refreshes, earnings updates, comp rolls, rebased market data. Use whenever the user asks to "update the deck with Q4 numbers", "refresh the comps", "roll this forward", "swap in the new earnings", "change all the $485M to…
- ib-check-deckInvestment banking presentation quality checker. Reviews a pitch deck or client-ready presentation for (1) number consistency across slides, (2) data-narrative alignment, (3) language polish against IB standards, (4) visual and formatting QC. Use whenever the user asks to…
- lbo-modelThis skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations. The skill fills in formulas, validates calculations, and ensures professional formatting standards…
- ppt-template-creatorCreates self-contained PPT template SKILLS (not presentations) from user-provided PowerPoint templates. Use ONLY when a user wants to create a reusable skill from their template. For creating actual presentations, use the pptx skill instead.
- pptx-authorProduce a .pptx file on disk (headless) instead of driving a live PowerPoint document — for managed-agent sessions with no open Office app.
- skill-creatorGuide for creating effective skills. This skill should be used when users want to create a new skill (or update an existing skill) that extends Claude's capabilities with specialized knowledge, workflows, or tool integrations.
- xlsx-authorProduce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.
Commands (7)
Shortcuts you type in Claude Code.
- /3-statement-modelFill out a 3-statement financial model template
- /competitive-analysisCreate a competitive landscape analysis
- /compsBuild a comparable company analysis with trading multiples
- /dcfBuild a DCF valuation model with comps-informed terminal multiples
- /debug-modelDebug and audit a financial model for errors
- /lboBuild an LBO model for a PE acquisition
- /ppt-templateCreate a reusable PPT template skill from a PowerPoint template file
Also adds hooks that run automatically at set points in a session.
Install
Install in Claude (Cowork)
This plugin is published for Claude Cowork. Its publisher doesn't list Claude Code support.
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